Civic Intelligence

Posek Fogelson & Donlevy

Plan context: Posek Fogelson & Donlevy Money Purchase Pension Plan I

EIN 33-0622901 • Hermosa Beach, CA • 41 filings • 19 plans

1072 Aviation Blvd.Hermosa Beach, CA 90254
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$880,855

2024 Contributions

$45,221

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,405,768$1,702,884$0199920122024YearValue
$880,855Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

23120199920122024YearValue
17Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024117$880,855$45,221$2,660iApproximate average salary by contribution assumption: employee only about $66,501 at 4% or $44,334 at 6%; with 50% employer match about $44,334 at 4% or $29,556 at 6%; with 100% employer match about $33,251 at 4% or $22,167 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-17$880,855$45,221$2,660iApproximate average salary by contribution assumption: employee only about $66,501 at 4% or $44,334 at 6%; with 50% employer match about $44,334 at 4% or $29,556 at 6%; with 100% employer match about $33,251 at 4% or $22,167 at 6%.
2023120$799,182$40,692$2,035iApproximate average salary by contribution assumption: employee only about $50,865 at 4% or $33,910 at 6%; with 50% employer match about $33,910 at 4% or $22,607 at 6%; with 100% employer match about $25,433 at 4% or $16,955 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-20$799,182$40,692$2,035iApproximate average salary by contribution assumption: employee only about $50,865 at 4% or $33,910 at 6%; with 50% employer match about $33,910 at 4% or $22,607 at 6%; with 100% employer match about $25,433 at 4% or $16,955 at 6%.
2022119$689,128$49,630$2,612iApproximate average salary by contribution assumption: employee only about $65,303 at 4% or $43,535 at 6%; with 50% employer match about $43,535 at 4% or $29,023 at 6%; with 100% employer match about $32,651 at 4% or $21,768 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-19$689,128$49,630$2,612iApproximate average salary by contribution assumption: employee only about $65,303 at 4% or $43,535 at 6%; with 50% employer match about $43,535 at 4% or $29,023 at 6%; with 100% employer match about $32,651 at 4% or $21,768 at 6%.
2021117$751,217$46,012$2,707iApproximate average salary by contribution assumption: employee only about $67,665 at 4% or $45,110 at 6%; with 50% employer match about $45,110 at 4% or $30,073 at 6%; with 100% employer match about $33,832 at 4% or $22,555 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-17$751,217$46,012$2,707iApproximate average salary by contribution assumption: employee only about $67,665 at 4% or $45,110 at 6%; with 50% employer match about $45,110 at 4% or $30,073 at 6%; with 100% employer match about $33,832 at 4% or $22,555 at 6%.
2020119$698,204$44,408$2,337iApproximate average salary by contribution assumption: employee only about $58,432 at 4% or $38,954 at 6%; with 50% employer match about $38,954 at 4% or $25,970 at 6%; with 100% employer match about $29,216 at 4% or $19,477 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-19$698,204$44,408$2,337iApproximate average salary by contribution assumption: employee only about $58,432 at 4% or $38,954 at 6%; with 50% employer match about $38,954 at 4% or $25,970 at 6%; with 100% employer match about $29,216 at 4% or $19,477 at 6%.
2019119$613,138$42,367$2,230iApproximate average salary by contribution assumption: employee only about $55,746 at 4% or $37,164 at 6%; with 50% employer match about $37,164 at 4% or $24,776 at 6%; with 100% employer match about $27,873 at 4% or $18,582 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-19$613,138$42,367$2,230iApproximate average salary by contribution assumption: employee only about $55,746 at 4% or $37,164 at 6%; with 50% employer match about $37,164 at 4% or $24,776 at 6%; with 100% employer match about $27,873 at 4% or $18,582 at 6%.
2018117$481,005$46,425$2,731iApproximate average salary by contribution assumption: employee only about $68,272 at 4% or $45,515 at 6%; with 50% employer match about $45,515 at 4% or $30,343 at 6%; with 100% employer match about $34,136 at 4% or $22,757 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-17$481,005$46,425$2,731iApproximate average salary by contribution assumption: employee only about $68,272 at 4% or $45,515 at 6%; with 50% employer match about $45,515 at 4% or $30,343 at 6%; with 100% employer match about $34,136 at 4% or $22,757 at 6%.
2017119$623,425$49,955$2,629iApproximate average salary by contribution assumption: employee only about $65,730 at 4% or $43,820 at 6%; with 50% employer match about $43,820 at 4% or $29,213 at 6%; with 100% employer match about $32,865 at 4% or $21,910 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-19$623,425$49,955$2,629iApproximate average salary by contribution assumption: employee only about $65,730 at 4% or $43,820 at 6%; with 50% employer match about $43,820 at 4% or $29,213 at 6%; with 100% employer match about $32,865 at 4% or $21,910 at 6%.
2016119$623,471$54,724$2,880iApproximate average salary by contribution assumption: employee only about $72,005 at 4% or $48,004 at 6%; with 50% employer match about $48,004 at 4% or $32,002 at 6%; with 100% employer match about $36,003 at 4% or $24,002 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-19$623,471$54,724$2,880iApproximate average salary by contribution assumption: employee only about $72,005 at 4% or $48,004 at 6%; with 50% employer match about $48,004 at 4% or $32,002 at 6%; with 100% employer match about $36,003 at 4% or $24,002 at 6%.
2015116$529,297$51,615$3,226iApproximate average salary by contribution assumption: employee only about $80,648 at 4% or $53,766 at 6%; with 50% employer match about $53,766 at 4% or $35,844 at 6%; with 100% employer match about $40,324 at 4% or $26,883 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-16$529,297$51,615$3,226iApproximate average salary by contribution assumption: employee only about $80,648 at 4% or $53,766 at 6%; with 50% employer match about $53,766 at 4% or $35,844 at 6%; with 100% employer match about $40,324 at 4% or $26,883 at 6%.
2014116$504,537$74,042$4,628iApproximate average salary by contribution assumption: employee only about $115,691 at 4% or $77,127 at 6%; with 50% employer match about $77,127 at 4% or $51,418 at 6%; with 100% employer match about $57,845 at 4% or $38,564 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-16$504,537$74,042$4,628iApproximate average salary by contribution assumption: employee only about $115,691 at 4% or $77,127 at 6%; with 50% employer match about $77,127 at 4% or $51,418 at 6%; with 100% employer match about $57,845 at 4% or $38,564 at 6%.
2013220$1,890,524$242,344$12,117iApproximate average salary by contribution assumption: employee only about $302,930 at 4% or $201,953 at 6%; with 50% employer match about $201,953 at 4% or $134,636 at 6%; with 100% employer match about $151,465 at 4% or $100,977 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-20$1,890,524$242,344$12,117iApproximate average salary by contribution assumption: employee only about $302,930 at 4% or $201,953 at 6%; with 50% employer match about $201,953 at 4% or $134,636 at 6%; with 100% employer match about $151,465 at 4% or $100,977 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-0$0$0-
2012219$3,405,768$383,751$20,197iApproximate average salary by contribution assumption: employee only about $504,936 at 4% or $336,624 at 6%; with 50% employer match about $336,624 at 4% or $224,416 at 6%; with 100% employer match about $252,468 at 4% or $168,312 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-8$1,806,435$206,411$25,801iApproximate average salary by contribution assumption: employee only about $645,034 at 4% or $430,023 at 6%; with 50% employer match about $430,023 at 4% or $286,682 at 6%; with 100% employer match about $322,517 at 4% or $215,011 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-19$1,599,333$177,340$9,334iApproximate average salary by contribution assumption: employee only about $233,342 at 4% or $155,561 at 6%; with 50% employer match about $155,561 at 4% or $103,708 at 6%; with 100% employer match about $116,671 at 4% or $77,781 at 6%.
2011219$2,833,876$365,754$19,250iApproximate average salary by contribution assumption: employee only about $481,255 at 4% or $320,837 at 6%; with 50% employer match about $320,837 at 4% or $213,891 at 6%; with 100% employer match about $240,628 at 4% or $160,418 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-10$1,510,525$193,078$19,308iApproximate average salary by contribution assumption: employee only about $482,695 at 4% or $321,797 at 6%; with 50% employer match about $321,797 at 4% or $214,531 at 6%; with 100% employer match about $241,348 at 4% or $160,898 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-19$1,323,351$172,676$9,088iApproximate average salary by contribution assumption: employee only about $227,205 at 4% or $151,470 at 6%; with 50% employer match about $151,470 at 4% or $100,980 at 6%; with 100% employer match about $113,603 at 4% or $75,735 at 6%.
2010221$2,410,294$370,372$17,637iApproximate average salary by contribution assumption: employee only about $440,919 at 4% or $293,946 at 6%; with 50% employer match about $293,946 at 4% or $195,964 at 6%; with 100% employer match about $220,460 at 4% or $146,973 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-11$1,281,556$198,864$18,079iApproximate average salary by contribution assumption: employee only about $451,964 at 4% or $301,309 at 6%; with 50% employer match about $301,309 at 4% or $200,873 at 6%; with 100% employer match about $225,982 at 4% or $150,655 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-21$1,128,738$171,508$8,167iApproximate average salary by contribution assumption: employee only about $204,176 at 4% or $136,117 at 6%; with 50% employer match about $136,117 at 4% or $90,745 at 6%; with 100% employer match about $102,088 at 4% or $68,059 at 6%.
2009223$2,321,628$409,342$17,797iApproximate average salary by contribution assumption: employee only about $444,937 at 4% or $296,625 at 6%; with 50% employer match about $296,625 at 4% or $197,750 at 6%; with 100% employer match about $222,468 at 4% or $148,312 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-23$1,243,501$193,261$8,403iApproximate average salary by contribution assumption: employee only about $210,066 at 4% or $140,044 at 6%; with 50% employer match about $140,044 at 4% or $93,363 at 6%; with 100% employer match about $105,033 at 4% or $70,022 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-11$1,078,127$216,081$19,644iApproximate average salary by contribution assumption: employee only about $491,093 at 4% or $327,395 at 6%; with 50% employer match about $327,395 at 4% or $218,264 at 6%; with 100% employer match about $245,547 at 4% or $163,698 at 6%.
2008222$1,677,307$442,758$20,125iApproximate average salary by contribution assumption: employee only about $503,134 at 4% or $335,423 at 6%; with 50% employer match about $335,423 at 4% or $223,615 at 6%; with 100% employer match about $251,567 at 4% or $167,711 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-22$923,067$226,677$10,304iApproximate average salary by contribution assumption: employee only about $257,588 at 4% or $171,725 at 6%; with 50% employer match about $171,725 at 4% or $114,483 at 6%; with 100% employer match about $128,794 at 4% or $85,863 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-9$754,240$216,081$24,009iApproximate average salary by contribution assumption: employee only about $600,225 at 4% or $400,150 at 6%; with 50% employer match about $400,150 at 4% or $266,767 at 6%; with 100% employer match about $300,113 at 4% or $200,075 at 6%.
2007219$1,754,882$367,704$19,353iApproximate average salary by contribution assumption: employee only about $483,821 at 4% or $322,547 at 6%; with 50% employer match about $322,547 at 4% or $215,032 at 6%; with 100% employer match about $241,911 at 4% or $161,274 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-19$1,069,628$215,887$11,362iApproximate average salary by contribution assumption: employee only about $284,062 at 4% or $189,375 at 6%; with 50% employer match about $189,375 at 4% or $126,250 at 6%; with 100% employer match about $142,031 at 4% or $94,687 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-8$685,254$151,817$18,977iApproximate average salary by contribution assumption: employee only about $474,428 at 4% or $316,285 at 6%; with 50% employer match about $316,285 at 4% or $210,857 at 6%; with 100% employer match about $237,214 at 4% or $158,143 at 6%.
2006218$1,330,225$273,206$15,178iApproximate average salary by contribution assumption: employee only about $379,453 at 4% or $252,969 at 6%; with 50% employer match about $252,969 at 4% or $168,646 at 6%; with 100% employer match about $189,726 at 4% or $126,484 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-18$806,057$132,849$7,381iApproximate average salary by contribution assumption: employee only about $184,513 at 4% or $123,008 at 6%; with 50% employer match about $123,008 at 4% or $82,006 at 6%; with 100% employer match about $92,256 at 4% or $61,504 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-8$524,168$140,357$17,545iApproximate average salary by contribution assumption: employee only about $438,616 at 4% or $292,410 at 6%; with 50% employer match about $292,410 at 4% or $194,940 at 6%; with 100% employer match about $219,308 at 4% or $146,205 at 6%.
2005216$929,700$194,661$12,166iApproximate average salary by contribution assumption: employee only about $304,158 at 4% or $202,772 at 6%; with 50% employer match about $202,772 at 4% or $135,181 at 6%; with 100% employer match about $152,079 at 4% or $101,386 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-16$587,630$74,949$4,684iApproximate average salary by contribution assumption: employee only about $117,108 at 4% or $78,072 at 6%; with 50% employer match about $78,072 at 4% or $52,048 at 6%; with 100% employer match about $58,554 at 4% or $39,036 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-7$342,070$119,712$17,102iApproximate average salary by contribution assumption: employee only about $427,543 at 4% or $285,029 at 6%; with 50% employer match about $285,029 at 4% or $190,019 at 6%; with 100% employer match about $213,771 at 4% or $142,514 at 6%.
2004213$985,782$209,253$16,096iApproximate average salary by contribution assumption: employee only about $402,410 at 4% or $268,273 at 6%; with 50% employer match about $268,273 at 4% or $178,849 at 6%; with 100% employer match about $201,205 at 4% or $134,137 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-13$632,638$49,513$3,809iApproximate average salary by contribution assumption: employee only about $95,217 at 4% or $63,478 at 6%; with 50% employer match about $63,478 at 4% or $42,319 at 6%; with 100% employer match about $47,609 at 4% or $31,739 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-8$353,144$159,740$19,968iApproximate average salary by contribution assumption: employee only about $499,188 at 4% or $332,792 at 6%; with 50% employer match about $332,792 at 4% or $221,861 at 6%; with 100% employer match about $249,594 at 4% or $166,396 at 6%.
2003215$718,025$270,950$18,063iApproximate average salary by contribution assumption: employee only about $451,583 at 4% or $301,056 at 6%; with 50% employer match about $301,056 at 4% or $200,704 at 6%; with 100% employer match about $225,792 at 4% or $150,528 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-15$538,917$91,842$6,123iApproximate average salary by contribution assumption: employee only about $153,070 at 4% or $102,047 at 6%; with 50% employer match about $102,047 at 4% or $68,031 at 6%; with 100% employer match about $76,535 at 4% or $51,023 at 6%.
Posek, Donlevy & Ying Defined Benefit Pension Plan-10$179,108$179,108$17,911iApproximate average salary by contribution assumption: employee only about $447,770 at 4% or $298,513 at 6%; with 50% employer match about $298,513 at 4% or $199,009 at 6%; with 100% employer match about $223,885 at 4% or $149,257 at 6%.
2002212$406,219$156,831$13,069iApproximate average salary by contribution assumption: employee only about $326,731 at 4% or $217,821 at 6%; with 50% employer match about $217,821 at 4% or $145,214 at 6%; with 100% employer match about $163,366 at 4% or $108,910 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-12$406,219$156,831$13,069iApproximate average salary by contribution assumption: employee only about $326,731 at 4% or $217,821 at 6%; with 50% employer match about $217,821 at 4% or $145,214 at 6%; with 100% employer match about $163,366 at 4% or $108,910 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan II-0---
2001211$134,446$50,795$4,618iApproximate average salary by contribution assumption: employee only about $115,443 at 4% or $76,962 at 6%; with 50% employer match about $76,962 at 4% or $51,308 at 6%; with 100% employer match about $57,722 at 4% or $38,481 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan II-4$134,446$50,795$12,699iApproximate average salary by contribution assumption: employee only about $317,469 at 4% or $211,646 at 6%; with 50% employer match about $211,646 at 4% or $141,097 at 6%; with 100% employer match about $158,734 at 4% or $105,823 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-11---
200029$328,455$102,241$11,360iApproximate average salary by contribution assumption: employee only about $284,003 at 4% or $189,335 at 6%; with 50% employer match about $189,335 at 4% or $126,223 at 6%; with 100% employer match about $142,001 at 4% or $94,668 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-9$198,114$55,312$6,146iApproximate average salary by contribution assumption: employee only about $153,644 at 4% or $102,430 at 6%; with 50% employer match about $102,430 at 4% or $68,286 at 6%; with 100% employer match about $76,822 at 4% or $51,215 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan II-4$130,341$46,929$11,732iApproximate average salary by contribution assumption: employee only about $293,306 at 4% or $195,538 at 6%; with 50% employer match about $195,538 at 4% or $130,358 at 6%; with 100% employer match about $146,653 at 4% or $97,769 at 6%.
199929$318,696$115,041$12,782iApproximate average salary by contribution assumption: employee only about $319,558 at 4% or $213,039 at 6%; with 50% employer match about $213,039 at 4% or $142,026 at 6%; with 100% employer match about $159,779 at 4% or $106,519 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan I-9$199,320$69,653$7,739iApproximate average salary by contribution assumption: employee only about $193,481 at 4% or $128,987 at 6%; with 50% employer match about $128,987 at 4% or $85,991 at 6%; with 100% employer match about $96,740 at 4% or $64,494 at 6%.
Posek Fogelson & Donlevy Money Purchase Pension Plan II-4$119,376$45,388$11,347iApproximate average salary by contribution assumption: employee only about $283,675 at 4% or $189,117 at 6%; with 50% employer match about $189,117 at 4% or $126,078 at 6%; with 100% employer match about $141,838 at 4% or $94,558 at 6%.